Sageworth Trust’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-891
| Closed | -$3.14K | – | 466 |
|
|
2023
Q1 | $3.14K | Hold |
891
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $4K | Hold |
891
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $6K | Hold |
891
| – | – | ﹤0.01% | 237 |
|
|
2022
Q2 | $5K | Hold |
891
| – | – | ﹤0.01% | 282 |
|
|
2022
Q1 | $7K | Hold |
891
| – | – | ﹤0.01% | 218 |
|
|
2021
Q4 | $8K | Sell |
891
-14
| -2% | -$126 | ﹤0.01% | 317 |
|
|
2021
Q3 | $8K | Buy |
905
+887
| +4,928% | +$7.84K | ﹤0.01% | 613 |
|
|
2021
Q2 | $0 | Sell |
18
-869
| -98% | – | ﹤0.01% | 912 |
|
|
2021
Q1 | $11K | Buy |
+887
| New | +$11K | ﹤0.01% | 248 |
|